Michael Sanchez (CRD# 5848023) is an Investment Advisor Representative working at Prevail Innovative Wealth Advisors, LLC in Leawood, KS and has over 11 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lf Wealth Advisors, LLC | Leawood, KS | Dec 2020 - Current | 3 |
| Private Client Services | Louisville, KY | Apr 2018 - Oct 2020 | 2 |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Jul 2017 - Oct 2020 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2010 - Apr 2018 | 7 |
| Lawing Financial, Inc. | Overland Park, KS | Nov 2012 - Oct 2017 | 4 |
| Lawing Financial Inc. | Overland Park, KS | Sep 2010 - Oct 2017 | 7 |
| Liberty Tax | Belton, MO | Jan 2017 - Apr 2017 | < 1 |
| Liberty Tax | Belton, MO | Jan 2016 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- KS
- MO
- TX
-
Total Assets Under Management380MILLIONS
-
Total Number of Accounts1,201ACCOUNTS
-
Average Account Value$316,180
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, FL, GA, IA, KS, MO, NE, NV, OK, PA, TX
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